+11.4%
ARTW vs VT
+224.5%
-213.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +9.6% |
| 7D | +15.3% | +0.4% | +14.8% | +15.1% |
| 30D | +50.2% | +1.0% | +49.3% | +49.6% |
| 3M | +26.7% | +2.4% | +24.3% | +25.5% |
| 6M | +44.3% | +12.0% | +32.3% | +37.7% |
| YTD | +41.3% | +15.3% | +25.9% | +33.4% |
| 1Y | +0.6% | +22.6% | -22.0% | -6.8% |
| 3Y | +24.8% | +74.7% | -49.9% | +0.2% |
| 5Y | -1.8% | +66.1% | -67.9% | -19.5% |
| All | +11.4% | +224.5% | -213.1% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling